Aufman Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$429K Buy
2025
Q1
$409K Buy
2024
Q4
$450K Buy
2024
Q3
$455K Buy
2024
Q2
$413K Buy
2024
Q1
$428K Buy
2023
Q4
$418K Sell
2023
Q3
$376K Hold
2023
Q2
$397K Buy
2023
Q1
$385K Hold
2022
Q4
$377K Buy